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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,191 | $99,079+72.8% | $78,002+119.5% | $273,972-37.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.93% | 217.93%-221.9pp | 425.99%-429.9pp | 41.46%-45.4pp |
| Employer contribution / active EE | $9,167 | $3,308+177.1% | $2,470+271.1% | $4,869+88.3% |
| Participant deferral / active EE | $1,539 | $4,306-64.3% | $3,497-56.0% | $5,287-70.9% |
| Admin fee / account holder | $47,863 | $8,954+434.5% | $5,481+773.3% | $10,133+372.4% |